Dynamic Advisor Solutions LLC Trims Holdings in Alphabet Inc. $GOOG

Dynamic Advisor Solutions LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 12.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 61,619 shares of the information services provider’s stock after selling 9,023 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Alphabet were worth $19,336,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Imprint Wealth LLC purchased a new stake in shares of Alphabet in the third quarter valued at about $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet during the third quarter worth about $32,000. Tripletail Wealth Management LLC acquired a new position in Alphabet in the 3rd quarter valued at about $40,000. Retirement Wealth Solutions LLC increased its position in Alphabet by 145.0% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock valued at $48,000 after acquiring an additional 116 shares during the period. Finally, Bay Harbor Wealth Management LLC increased its position in Alphabet by 56.8% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider’s stock valued at $53,000 after acquiring an additional 79 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors.

Alphabet Stock Up 0.1%

Alphabet stock opened at $289.59 on Thursday. The stock’s 50 day moving average price is $315.11 and its 200 day moving average price is $294.83. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company has a market cap of $3.50 trillion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 1.69 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.

Alphabet (NASDAQ:GOOG) last issued its earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business’s revenue was up 18.0% on a year-over-year basis. During the same period in the previous year, the firm earned $2.15 EPS. On average, sell-side analysts predict that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were given a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, March 9th. Alphabet’s dividend payout ratio is presently 7.77%.

Analyst Upgrades and Downgrades

Several analysts have commented on the company. TD Cowen reaffirmed a “buy” rating and set a $365.00 price objective (up from $355.00) on shares of Alphabet in a research note on Thursday, February 5th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $375.00 target price on shares of Alphabet in a research note on Thursday, January 15th. Guggenheim reissued a “buy” rating and issued a $375.00 target price on shares of Alphabet in a report on Monday, December 1st. UBS Group reaffirmed a “neutral” rating and set a $348.00 price target (up from $345.00) on shares of Alphabet in a report on Thursday, February 12th. Finally, DZ Bank upgraded shares of Alphabet to a “strong-buy” rating in a research report on Monday, February 16th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Alphabet presently has a consensus rating of “Buy” and a consensus price target of $345.71.

Insider Activity at Alphabet

In related news, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the sale, the insider owned 13,227 shares in the company, valued at $3,987,279.15. This represents a 78.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 2,110,165 shares of company stock valued at $118,134,117. 12.99% of the stock is currently owned by corporate insiders.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind/robotics partnership expands commercial uses for Gemini models and underscores Alphabet’s leadership in agentic AI — a near‑term narrative investors reward. Google partners with Agile Robots
• Positive Sentiment: Google Cloud wins and industry deals (Openreach, BMO tokenization) reinforce enterprise monetization of AI/Cloud, supporting revenue growth that analysts cite in upgraded price targets. Openreach taps Google AI
• Neutral Sentiment: Technical and product improvements — lower‑memory AI algorithms and better AI‑generated music — improve efficiency and product appeal but are incremental for near‑term earnings. Google introduces new algos to reduce AI memory usage
• Neutral Sentiment: Regulatory/product initiatives in key markets — e.g., labeling verified investment apps in India — lower consumer‑risk friction but also signal more local compliance work for Google Play and services. Google to label verified investment apps in India
• Negative Sentiment: A Los Angeles jury found Google’s YouTube negligent in a social‑media addiction lawsuit — a small compensatory award now but a potential legal precedent that could multiply future litigation, settlement costs and regulatory scrutiny for platforms. That verdict has been the headline driver of earlier selling pressure. What did jury decide in social media case against Meta and Google?
• Negative Sentiment: Broader investor concerns — heavy AI capex, sector technical weakness and commentary about slide toward bear‑market territory — keep near‑term downside risk even as fundamentals improve. Google Stock Slides Toward Bear Market Territory

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.